See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,127 | $45,863+0.6% | $77,024-40.1% | $68,494-32.7% |
| Participation rate | 55.8% | 55.9%-0.1pp | 67.9%-12.1pp | 67.9%-12.1pp |
| Annual return | -18.81% | 1.72%-20.5pp | 42.32%-61.1pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,404 | $1,650+45.7% | $2,812-14.5% | $2,596-7.4% |
| Participant deferral / active EE | $4,260 | $2,962+43.8% | $4,426-3.8% | $4,027+5.8% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,425-100.0% | $5,403-100.0% |